FOURSEMI (03625) News

Bloomberg: China is preparing to invest $295 billion in nationwide artificial intelligence infrastructure.

On June 9, Eastern Time, Bloomberg reported that China plans to invest approximately RMB 2 trillion (equivalent to USD 295 billion) over the next five years to build data centers nationwide, supporting the development of its domestic artificial intelligence industry and aiming to overtake the United States in this transformative technological field.

Futu NewsJun 10 09:48

Express News | Ministry of Industry and Information Technology: By 2028, coverage of the 1-millisecond latency zone for metropolitan computing power will be no less than 75%.

BreakingsJun 10 14:48

Chip stocks rose collectively, with institutions expecting further upside potential in mainland China's CSP capital expenditures, while sectors such as storage remain highly robust.

Chip stocks rose collectively. As of the time of writing, Tianshu Zhixin (09903) gained 9.09% to HK$504; SMIC (00981) rose 4.07% to HK$75.5; ASMPT (00522) increased 6.53% to HK$181; and Montage Technology (06809) climbed 4.03% to HK$361.6.

Zhitong FinanceJun 9 11:47

Express News | National-Level First Systematic Deployment on Empowering AI Development through Data

BreakingsJun 8 17:54

FourSemi Shareholders Back All AGM Resolutions, Approve Buyback and Issuance Mandates

TipRanksJun 5 21:40

HKEX Announcement Insights | Tianchen Bio-B: Hong Kong Public Offering Received 4,762.58x Subscription; Net Proceeds from Global Offering Approximately HK$1.255 Billion

QuantumPhy (02685.HK) has completed validation of multiple artificial intelligence technologies in dining and consumer scenarios; Fourier (03625.HK) has secured new orders and received意向 orders from automotive-grade audio chip customers totaling over USD 2 million.

Zhitong FinanceJun 5 09:02

Selected HKEX Announcements | China Overseas Land & Investment recorded sales exceeding RMB 10 billion in the first five months; Dickson Concepts reported a profit increase of over 20% in the previous fiscal year

① China Overseas Land & Investment recorded sales exceeding RMB 10 billion in the first five months—what was its growth rate? ② Dickson Concepts reported a profit increase of over 20% in the previous fiscal year—how large is its scale?

cls.cnJun 4 20:25

Fourier (03625) has received new purchase orders and letters of intent from automotive-grade audio chip customers, with a total value exceeding USD 2 million.

Fourier (03625) announced that the company has secured new orders and received意向 orders from automotive-grade audio chip customers, with a combined value exceeding USD 2 million (approximately RMB 13.5 million), resulting in an approximate 2,000% increase in revenue for the 'automotive-grade audio chip business segment' in 2025. Mass production and delivery of these products began earlier this year. These orders are scheduled for delivery and revenue recognition in fiscal year 2026.

Zhitong FinanceJun 4 19:58

Express News | Eason Technology - Four Ele Industrial Intelligent Tech to Target Power Energy and Energy Storage Facilities

BreakingsJun 1 18:56

Express News | CITIC Securities: Current AI and tech trades, while highly concentrated, have not yet reached extremes.

BreakingsJun 1 08:21

People's Sharp Commentary: “Tao’s Law”—Be a Friend of Time

The goal of 'Tao's Law' is to systematically reduce the time constant 'Tao'; the goal of China’s scientific and technological professionals is, within limited time and under adverse conditions, to explore a new path toward sustainable development of the semiconductor industry through sustained technological breakthroughs. In this sense, the key significance of proposing 'Tao's Law' lies in 'being a friend of time.'

People's DailyMay 28 19:20

Express News | Two Departments Join Forces to Systematically Advance the Development of AI Metrology Capabilities

BreakingsMay 28 18:31

Huawei has proposed the 'Tao Law,' focusing on new directions in semiconductor process development.

Huawei has achieved a 55% increase in transistor density at a fixed process node by integrating 'logical folding' with hybrid bonding and TSV (through-silicon via) technologies, while leveraging the Lingqu interconnect and near-package optical engines to optimize AI system performance. This approach fully capitalizes on China’s strengths in 3D integration and advanced packaging, potentially accelerating the country's semiconductor industry along a new development path.

CITIC Securities ResearchMay 26 09:27

Huawei's 'Tau Law' Sparks Surge Across Semiconductor Supply Chain! SMIC and Hua Hong Semiconductor See Rare 20% Gains in A-Share Market—Which Segments Stand to Benefit?

On May 25, the STAR Market 50 Index surged nearly 6% in the afternoon session. Semiconductor-related sectors—including chip semiconductors, advanced packaging, and memory chips—rose sharply. SMIC jumped by 20% to hit its daily trading limit in the final minutes of trading, reaching a record-high share price and a market capitalization of RMB 1.25 trillion. Hua Hong Semiconductor also rose by 20% to reach its daily limit, with its share price nearly doubling year-to-date and its market cap exceeding RMB 230 billion. On the news front, the 2026 International Symposium on Circuits and Systems opened in Shanghai on May 25. In a keynote speech titled 'Exploration and Practice of New Pathways in Semiconductors,' He Tingbo, Huawei Board Member and President of Huawei’s Semiconductor Business Group, formally introduced 'Tao's Law (τ Law).'

Tencent Stock Selector ComprehensiveMay 25 18:09

Why DeepSeek Dares to Cut Prices Amid Market Downturn

The root cause of the global surge in computing power prices lies in the structural imbalance within the AI industry chain.

Securities TimesMay 25 08:57

DeepSeek officially announces permanent price reduction! It is currently advancing a RMB 70 billion financing round.

Source: China Securities Journal DeepSeek recently announced on its official website that the API pricing for the DeepSeek-V4-Pro model will be permanently adjusted to one-quarter of its original price following the conclusion of its 25% off promotional offer on May 31, 2026. DeepSeek is making headlines again! Over the weekend, DeepSeek officially announced a permanent price reduction, drawing significant attention. Recently, DeepSeek stated on its official website that the DeepSeek-V4-Pro API has been permanently reduced to 25% of its original price. Additionally, according to Bloomberg, DeepSeek is advancing a RMB 70 billion

Securities TimesMay 23 19:39

Express News | National Development and Reform Commission: Drafting supporting documents to accelerate the implementation of artificial intelligence

BreakingsMay 22 10:33

Yangtze Memory Technologies Holding has completed its IPO counseling filing, as the two leading domestic integrated device manufacturer (IDM) memory companies 'rush' toward capital markets.

① Yangtze Memory Technologies Corp. (YMTC), a domestic integrated device manufacturer (IDM) in the memory sector, has completed its IPO tutoring filing through its parent company; ② Since last year, YMTC Group has been actively engaged in capital market activities; ③ Changxin Technology updated its prospectus last week and relaunched its IPO, drawing significant market attention.

cls.cnMay 20 10:11

Express News | Li Qiang emphasized during his research in Beijing to promote the deep integration of artificial intelligence and advanced manufacturing, and accelerate the cultivation of new drivers and advantages for economic development.

BreakingsMay 18 21:06

Shanghai FourSemi Sets 2025 AGM to Approve Results, Profit Plan and Share Buyback Mandate

TipRanksMay 14 18:06